Institutional Ownership Spdr S&P Midcap 400 ETF Trust (MDY)
This table provides information about the institutional ownership of Spdr S&P Midcap 400 ETF Trust (MDY). We have compiled data on the 1,522 institutions that hold shares in the stock, with a total of 34.5 Million shares, which have been reported (via 13F filing form) to have a value of $20.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
439
shares
|
$255,348
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
439
shares
|
$255,348
0.05% of portfolio
|
Q3 2024
Reduced 16.38%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
435
shares
|
$253,022
0.07% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
435
shares
|
$253,022
0.04% of portfolio
|
Q1 2025
Added 19.18%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
May 05, 2025 Q1 2025 |
430
shares
|
$250,113
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Madden Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
428
shares
|
$248,950
0.11% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
428
shares
|
$248,950
0.0% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Apr 14, 2025 Q1 2025 |
427
shares
|
$248,368
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
426
shares
|
$247,787
0.02% of portfolio
|
Q1 2025
Reduced 6.58%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
426
shares
|
$247,787
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Unified Investment Management
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
425
shares
|
$247,205
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
May 12, 2025 Q1 2025 |
421
shares
|
$244,878
0.03% of portfolio
|
Q4 2024
Reduced 5.61%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
419
shares
|
$243,715
0.0% of portfolio
|
Q1 2025
Added 5.28%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
419
shares
|
$243,715
0.0% of portfolio
|
Q1 2025
Added 306.8%
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
419
shares
|
$243,715
0.05% of portfolio
|
Q1 2025
Added 15.75%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
418
shares
|
$243,133
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
417
shares
|
$242,552
0.02% of portfolio
|
Q1 2025
Reduced 85.63%
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
May 08, 2025 Q1 2025 |
413
shares
|
$240,225
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
411
shares
|
$239,062
0.03% of portfolio
|
Q2 2024
Reduced 19.25%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
May 15, 2025 Q1 2025 |
410
shares
|
$238,480
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Jul 11, 2025 Q2 2025 |
407
shares
|
$236,735
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sheets Smith Wealth Management
|
Apr 23, 2025 Q1 2025 |
405
shares
|
$235,572
0.03% of portfolio
|
Q2 2024
Reduced 3.57%
|
|
|
Grassi Investment Management
|
Apr 10, 2025 Q1 2025 |
404
shares
|
$234,990
0.02% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
May 08, 2025 Q1 2025 |
404
shares
|
$234,990
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
400
shares
|
$232,664
0.19% of portfolio
|
Q3 2024
Reduced 6.98%
|